Getting Started with Portfolio Management › Create a Portfolio of Investments › Verify the Prerequisites

Verify the Prerequisites

Complete the following prerequisites before creating a portfolio of investments:

Review and Verify

Review the How to Get Started with Portfolio Management scenario for basic portfolio management concepts.

Verify that you have the following access rights for creating and editing the portfolio content:

• Portfolio - Create
• Portfolio - Navigate

Verify Investments, Ideas, and child portfolios exist

• Verify that active investments and ideas exist in the product that are planned for the time period that the portfolio covers. Make sure that the investments and ideas can be synchronized in a portfolio for planning and analyzing.
• Create any child portfolios that you want to associate to the parent portfolio so you can see the parent-child relationship. No data is pulled in from the child portfolio to the parent portfolio.

Set Up Capital and Operating Cost Types

Define planned capital and operating costs for your investments as follows to display these cost types in a portfolio:

• Create a financial summary for the investment.
• Create a detailed cost plan and include the Cost Type grouping attribute.

Set Up Role Demand

Define project teams with allocation data for your investments to display role demand in a portfolio.

Set Up Attributes

Set up the following attributes for your investments to display them in a portfolio:

• Risk: Set this attribute by defining the contributing factors on the investment risk properties page.
• Business Alignment: Set this attribute under Properties->Business Alignment in the “Alignment Factors” section.
• Approved: Set this attribute by defining the Status attribute on the general Investment properties page.
• Goal: Set this attribute on the general Investment properties page.